Executive Director, Financial Services Relationship Specialist

3 days ago


New York, New York, United States Advisor Group Full time
Job Summary:
The Executive Director, Financial Services Relationship Specialist will be responsible for managing a portfolio of financial institution clients. The goal is to build and maintain strong relationships with key decision-makers at each institution.

Key Responsibilities:
  • Develop and implement client relationship management strategies.
  • Collaborate with cross-functional teams to identify opportunities and execute sales strategies.
  • Build and maintain relationships with senior executives and key stakeholders at financial institutions.
  • Provide market insights and industry trends to support business development efforts.
  • Manage the open position pipeline to maintain as low a level of open positions as possible.

Requirements:
  • Bachelor's Degree from accredited university in Business, Finance or related field required.
  • 3 + year's related experience in the financial institutions industry.
  • FINRA Series 7 and Series 24 required.
  • Possesses excellent listening, verbal and written communication skills.
  • Proficient in Excel, Word, and PowerPoint and possess strong overall computer skills.
  • Excellent interpersonal, presentation and communication skills.
  • Creative, flexible, and innovative team player.
  • Commitment to excellence and high standards.
  • Demonstrated ability to make successful presentations to individuals and/or groups at all levels of an organization.
  • Excellent problem resolution and consultative sales skills.
  • Proven ability to handle multiple projects and meet deadlines.
  • Ability to travel approximately once a month.

Compensation Package: $120,000 - $135,000 per year + annual bonus paid (monthly)

About Advisor Group:
We offer a comprehensive benefits package, including health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. Visit our careers page: https://careers.osaic.com/Creative/Benefits

Why Join Us?
We are a dynamic and innovative company that values its employees. We offer a collaborative work environment, opportunities for growth and development, and a competitive compensation package.

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